IVE:NYE-iShares S&P 500 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 196.26

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.37M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-21 )

ETFs Containing IVE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.86% 30% F 67% D+
Dividend Return 0.97% 26% F 23% F
Total Return 13.84% 20% F 62% D
Trailing 12 Months  
Capital Gain 25.49% 63% D 72% C
Dividend Return 2.13% 48% F 33% F
Total Return 27.62% 63% D 70% C-
Trailing 5 Years  
Capital Gain 63.40% 75% C 77% C+
Dividend Return 10.05% 29% F 36% F
Total Return 73.45% 76% C+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.98% 69% C- 72% C
Dividend Return 13.77% 65% D 71% C-
Total Return 1.79% 37% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 14.92% 69% C- 64% D
Risk Adjusted Return 92.31% 92% A 95% A
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.